List of Financial advisors in Montana
Montana has 255 Financial advisors in this dataset, last verified September 6, 2026. It ranks 39th of 50 states with 0.6% of the national total, between New Hampshire (258) and Minnesota (231).
Billings is the largest city market we track, with 111 Financial advisors. That city holds 44% of the state total, with the rest spread across smaller cities and towns.
Email reach in Montana runs well above the national rate: 98 Financial advisors (38.4%) include an email address, against 28.7% across the United States. 251 (98.4%) list a phone number, and 97 carry both.
97.6% of Financial advisors in Montana have a website, in line with the national average of 94.7%. Only 6 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 110 rated Financial advisors in Montana, 80% hold a 5-star average, in line with the national figure of 79%. 7 are rated 1 to 2 stars (6.4% of rated businesses, above the national 5.8%), a natural shortlist for reputation management and review software.
Social Media Reach
34
28
26
7
YouTube
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Financial advisors List in Montana
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Edward Jones - Financial Advisor: Rachael M Morawski, ChFC®|AAMS® | Address | Missoula | Montana | United States | Email | Phone | 2 | 3 | — | — | — | — | ||
 | Stockman Wealth Management | Address | Bozeman | Montana | United States | Email | Phone | 0 | 0 | — | |||||
 | Edward Jones - Financial Advisor: Lee D Humphrey Jr, ChFC®|AAMS®|CRPCâ¢|CRPS⢠| Address | Billings | Montana | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Billy Gordon | Address | Billings | Montana | United States | Email | Phone | 4 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Amber Baracker-Barton, CFP® | Address | Billings | Montana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Wipfli | Address | Missoula | Montana | United States | Email | Phone | 1 | 1 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Susan Colyer, CFP®|ChFC®|AAMS® | Address | Missoula | Montana | United States | Email | Phone | 8 | 5 | — | — | — | — | ||
 | Morgan Stanley Financial Advisors | Address | Billings | Montana | United States | Email | Phone | 1 | 1 | — | — | — | — | ||
 | High Plains Wealth Management | Address | Billings | Montana | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Bankers Life | Address | Missoula | Montana | United States | Email | Phone | 3 | 4.3 | — | |||||
 | Greg Shadow - Financial Advisor, Ameriprise Financial Services, LLC | Address | Missoula | Montana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Justin Lappe, ChFC® | Address | Bozeman | Montana | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Wesley A Fangsrud - Morgan Stanley | Address | Billings | Montana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Bobby Smith, CFP®|ChFC® | Address | Missoula | Montana | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Clayton Barnes, ChFC®|AAMS® | Address | Billings | Montana | United States | Email | Phone | 3 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 255 records with complete field coverage.
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255 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Financial advisors in Montana
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 255 Financial advisors in Montana, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in Montana
Each of these buyers can work the 255 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 255 Financial advisors in Montana.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Contact Form Outreach in Montana
Start with the 97 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (251): 98.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (98): 38.4% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (34): businesses with a contact page URL give you another way in when no email is listed.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Montana
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- Rated 1 to 2 stars (7): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (221): 87% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Montana
The 255 Financial advisors in Montana are spread across 1 cities we track and many smaller towns, so rank areas before sending reps out:
- Beyond the big cities: 144 records (56%) sit outside the 1 cities with their own list, reachable by phone and email without travel.
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Financial advisors in Montana
255 records · verified September 6, 2026
- Phone numbers
- 251
- Email addresses
- 98
- Phone and email
- 97
- Websites
- 249
Google ratings· 110 rated (43%)
80% hold 5 stars
- 1-star rated
- 4
- 3.6% of rated
- 2-star rated
- 3
- 2.7% of rated
- 3-star rated
- 9
- 8.2% of rated
- 4-star rated
- 6
- 5.5% of rated
- 5-star rated
- 88
- 80% of rated
Social profiles:
- Facebook:34· 13.3%
- Instagram:28· 11%
- LinkedIn:26· 10.2%
- X (Twitter):19· 7.5%
- YouTube:7· 2.7%
Financial advisors in Montana are a mixed-channel market: 98.4% list a phone number and 38.4% publish an email. Among 110 rated Financial advisors, 80% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial advisors by Location
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Frequently asked questions about Financial advisors in Montana
Everything you need to know about our financial advisors database for Montana: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in Montana?
There are 255 financial advisors in Montana in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Montana, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial advisors data for Montana?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial advisors database for Montana?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial advisors businesses in Montana?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Montana as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for Montana cost?
The complete financial advisors leads database for Montana costs $10 as a one-time payment.
You get instant access to all 255 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial advisors contacts in Montana specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial advisors data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Montana financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial advisors in Montana have phone numbers?
251 financial advisors in Montana (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in Montana have email addresses?
98 financial advisors in Montana (38%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial advisors in Montana have both a phone number and an email address?
97 financial advisors in Montana have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial advisors in Montana are active on social media?
Social profile coverage for financial advisors in Montana: 26 on LinkedIn, 34 on Facebook, 28 on Instagram, 7 on YouTube, 19 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial advisors in Montana have a website?
249 financial advisors in Montana (98%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial advisors in Montana do not have a website?
6 financial advisors in Montana operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial advisors in Montana?
Rating breakdown for financial advisors in Montana: 88 with a 5-star rating, 6 with a 4-star rating, 9 with a 3-star rating, 3 with a 2-star rating, 4 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial advisors data for other states or the entire US?
Yes. The national Financial advisors database covers all 50 US states, and individual state and major-city lists are also available.
If you buy Montana first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Financial advisors contact data in Montana legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.